Wayne C. Williams, CLU, ChFC
	Mr. Williams has been in business since 1964. He received the Chartered Life Underwriter designation in 1970, and the Chartered Financial Consultant designation in 1983. Specializing in Retirement Planning and Estate Conservation, Mr. Williams always puts the client's interest first.                                   Send E-mail

Glenn T. Williams, CFP

Glenn began working with investment clients shortly after the stock market crash of 1987 and continues to provide his clients with the education and support they need to develop a winning plan. His various insurance and investment licenses allow him to offer his clients a plan suited to their needs. Send E-mail

Kurt J. Kerrigan, CPA

Kurt joined the firm in 1999. He received his CPA license in 1999 and his Registered Investment Advisor designation in 2004.  He brings a unique combination of knowledge in tax regulations, investments, and insurance which has been a beneficial addition to our clients. His variety of specialties allows him to prepare an investment or insurance portfolio designed to meet each individual clients needs. Send E-mail